Geography matters for ARPU

The Information's Wayne Ma talks with TITV Host Akash Pasricha about Jensen Huang's frustration with Nvidia's manufacturing software and the push for "digital twins." We also talk with UpperEdge’s Adam Mansfield about the shift to consumption-based pricing at Microsoft and Salesforce, Slow Ventures Partner Sam Lessin about why 2026 will be ruled by feelings and niche creator communities, and we get into OpenAI’s ambitious $200 billion revenue goal with The Information’s Sri Muppidi.

Articles discussed on this episode: 

https://www.theinformation.com/articles/nvidias-big-ambitions-solve-manufacturing-shows-slow-returns-far

https://www.theinformation.com/articles/openais-international-conundrum

https://www.theinformation.com/articles/ces-kicks-2026-tech-sector

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